How do I add fees to a Vendor Contract?

To add Vendor Contract fees, please follow the steps outlined below.

1. Click on Vendor Contracts in the navigation.

2. Use the Search and Filter options to locate your Vendor Contract. Click on your desired vendor contract to view and edit it.

3. In the Fees section, click on Add Single Fee to add fees individually.

Add-Single-Fee

4. Select a Vendor Fee type.

select-a-vendor-fee-type

5. Select a Vendor Fee Auditing Restriction.

select-an-auditing-restriction

6. If Restriction requires an Amount or Percentage, please provide it in the field that appears.

add-amount-or-percentage

7. Click on Save.

How do I apply a markup for client rates?

If subscribed to our Revenue tier, you can apply client rate markups to vendor contract fees.  To do so, follow these steps.

1. Select a Markup Type.

Markup-type

2. Enter your Client Rate Percentage or Fixed Markup.

client-rate-markup

3. Enter a Client Line Item Description Override if desired. This is how the client line item description will appear on the client invoice.

client-line-item-description-override

How do I add fees in Bulk?

To add vendor contract fees in bulk, follow these steps.

1. Click on Vendor Contracts in the navigation.

2. Use the Search and Filter options to locate your Vendor Contract. Click on your desired vendor contract to view and edit it.

3. In the Fees section, click on Bulk Add Fees to add fees individually.

Bulk-Add-Fees

4. Use bulk actions to quickly set multiple fees to "Not Allowed" or "Uncapped."

5. Set Auditing Restriction and enter amount or percentage values based on the selected restriction types for additional fees.

6. If you are a Revenue user, set the Client Markup Type, Markup Value and Description Override.

For more information on adding fees in bulk, please see the video below.

How can Vendor Contract Fee Client Markups Save Time?

Vendor Contract Fees often represent extra or non-service charges that appear on vendor invoices (for example: contamination, overage, fuel, environmental fees, etc.).

In Discovery, when these vendor invoice charges are categorized as extraneous charges, they generate billable expenses, which means they can be billed through to the client as client line items.

With Client Rate Markups on Vendor Contract Fees, you can now set the client charge ahead of time, so Discovery automatically applies the correct client markup when the vendor invoice is processed.


What happens when a vendor invoice is received?

When a vendor invoice is gathered and audited:

  1. Discovery scans each vendor invoice fee and attempts to match to a Vendor Contract Fee.

    If that Vendor Contract Fee has a Client Markup set:

    • Discovery calculates the client charge using the markup rules you selected.

      A billable expense line item is created for the client invoice using:

    • The calculated markup amount
    • The optional Description Override, if one was entered

This means users no longer need to manually adjust or mark up these charges on client invoices.


If a Client Line Item Description Override is entered on the Vendor Contract Fee:

  • That text will be used as the line item description on the client invoice.
  • This helps make invoices clearer and more client-friendly.

If no override is entered:

  • Discovery uses the default fee description from the Vendor Contract Fee.

If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.

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